CX- Basic Dashboard Filter

A Dashboard is a visual display of responses to your survey present in the feedback system. Dashboard gives you the statistic of your survey like Viewed, Started, Completed and DropOuts count.

Where can I view the dashboard ?

Go To: Login >> Customer Experience >> Analytics >> Reports >> Dashboard

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Is there a limit to add filter?

Yes, there are limits to add filter based on the filter option selected.

  • Question:You can add upto 5 filters for question
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  • System Variable: You can add upto 6 filters for custom variables.
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  • Geo Location: You can apply filter for City, State / Region or Country Code.
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  • Device Type: You can apply filter for All the devices, Tablet/ Smart Phone or Desktop/Laptop.
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  • Date: You can apply 1 filter for date
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  • Survey Status: Apply the filter on the basis of Survey status for All, Started, Completed or Terminated.
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    Every survey result can be classified into three different categories:

    • Started But Not Completed - Users who have clicked on the "Continue" button but have not completed the survey so far.
    • Completed - Users who have completed the survey
    • Terminated - If you have branching logic for termination (screen outs) these responses are flagged as terminated

  • Saved Groupings: Apply this filter if any data segmentation is created. It will also generate a Permalink.
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Can I combine more than one filters?

Yes, you can combine more than one filters.

How to filter data in Dashboard?

To add filter in Dashboard, go to:

  • Login »  Surveys »  Reports »  Dashboard
Under Filter Data, select the option you wish to add the filter from the drop-down.
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Can I generate a permalink for the data filter?

Yes, you can generate a permalink for the data filter. Follow the below steps:

  • Select the criteria for the filter and click on Save Filter.
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  • Enter the Name for the filter and click on Save.
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  • Click on the drop-down option for the filter, and click on Saved Groupings.
  • Select the data filter from the next drop-down.
  • Permalink will be generated for that filter.
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License & Access Options

This feature/tools described here are available with the following license(s) :

Customer Experience (Annual)

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